Two Years Post-Transition: A Look Back and a Bright Future Ahead Not long ago, I was conducting a call to
Honoring an Industry Legend Normally this post is designed to share some industry insight or practice management guidance, but given
MORE THAN 1/3 OF SENIORS SAY THEIR FINANCES ARE WORSE IN RETIREMENT A Harris Poll commissioned by Transamerica Center for Retirement Studies®
A Different Kind of TAMP The term “TAMP” is fairly well known among the investment advisory industry. For those not
A TALE OF TWO BREAKAWAYS One Successful, and One a Cautionary Tale One advisor lost 30% of his book. What
ARE YOU CONSIDERING A REVENUE MODEL CHANGE NEXT YEAR? An article written by Bob Veres, published on Monday by Advisor
When is the right time for a COO? Can you afford to not have one? As an advisory practice grows over time,
LEGAL CONSIDERATIONS FOR BREAKAWAY ADVISORS …and FAs leaving a BD or RIA By David Abell, Esq. Marrs Griebel Law, LTD
Will Robo-Advisors Really Takeover the Industry? I don’t think so, and here’s why not. History Teaches us about the evolution
Click for Dynamic’s Form CRS (Client Relationship Summary) and Dynamic’s ADV Firm Brochure. For additional information click here.
The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.
Dynamic Wealth Advisors provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Dynamic Wealth Advisors is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
Information about your visits to our website. We store records of the activities on our sites in our web server logs, which automatically capture and save the information electronically. The information we collect helps us administer the site, analyze its usage, protect the website and its content from inappropriate use, and improve the user’s experience.
Dynamic Advisor Solutions, LLC dba Dynamic Wealth Advisors is an SEC registered investment advisor. Investment advisory services are offered through Dynamic. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See https://adviserinfo.sec.gov/IAPD by searching under crd #151367. You can contact us if you would like to receive a copy by calling 877-257-3840 x720.
